【每日收评】三大指数均小幅收跌，AI应用方向全线走弱，新疆本地股午后爆发

Market Overview - The market experienced narrow fluctuations throughout the day, with the three major indices slightly declining. The Shanghai Composite Index fell by 0.12%, the Shenzhen Component Index by 0.26%, and the ChiNext Index by 0.38% [1] - The total trading volume in the Shanghai and Shenzhen markets was 1.71 trillion yuan, a decrease of 115.3 billion yuan compared to the previous trading day [1] Sector Performance - The infrastructure sector showed strong performance, with significant rebounds in the super hydropower concept stocks, including Shenhua Intelligent and Beixin Road & Bridge, which hit the daily limit [2] - The Xinjiang and rail transit equipment concept stocks also surged in the afternoon, with multiple stocks such as Bayi Steel and Tianshan Shares reaching the daily limit [2] - The liquid cooling server concept became active again, with stocks like Invec and Rihai Intelligent hitting the daily limit due to increased demand driven by the release of ASIC chips and NVIDIA's GB300 [3] Individual Stock Movements - Despite nearly a hundred stocks rising over 9%, there was an increase in losses among high-position themes, particularly in AI application stocks, which faced concentrated selling after the release of GPT-5 [5] - Stocks in the PEEK materials sector also faced adjustments, with Huami New Materials and Xinhang New Materials both dropping over 10% [5] Key Events and Data - The establishment of the Xinjiang-Tibet Railway Company with a registered capital of 95 billion yuan was reported, fully owned by China National Railway Group [2] - According to the China Construction Machinery Industry Association, excavator sales are expected to reach 17,138 units by July 2025, a year-on-year increase of 25.2% [2] - In July, the retail sales of new energy passenger vehicles reached 987,000 units, a year-on-year increase of 12% [9] Legal and Regulatory Developments - The Supreme People's Court released 25 guiding opinions to implement the Private Economy Promotion Law, aimed at providing legal support for the development of the private economy [10]